Ford Reports 5.5% Decline In February US Sales Amid EV Pullback - Ford Motor (NYSE:F)

Core Insights - Ford Motor Co. reported a 5.5% decline in U.S. sales for February, attributed to a reduction in electric vehicle (EV) offerings amid a challenging policy environment for EVs [1][2] Sales Performance - The company sold 149,962 units in February, down from 158,675 units in the same month of 2025, marking a 5.5% year-over-year decline [2] - Year-to-date sales reached 285,324 units, which is 5.4% lower than the 301,619 units sold in the same period of 2025 [2] - Despite the overall decline, Ford experienced a more than 30% increase in large SUV sales, with the Expedition up 27%, the Explorer up over 33%, and the Bronco up 28% [2] Product-Specific Insights - Ford's F-Series pickup trucks saw a 16% decline in sales, with the F-150 Lightning EV pickup truck experiencing a significant 76% drop in sales, leading to its discontinuation [3] - The company is shifting focus back to internal combustion engine (ICE) vehicles while still committing to EV development through its Universal EV Platform, which will support a new $30,000 midsize EV pickup truck expected in 2027 [4] Market Context - The company’s stock showed a slight increase of 0.09%, trading at $12.82 during overnight trading on Wednesday [5]